Aretha Franklin’s “Holographic” Will Shows the Need for Having an Official Will and Estate Plan

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By Ken Bloom, J.D., LLM Although it was originally thought that Aretha Franklin did not have a will when she died, recent news reports of the finding of three handwritten documents in her home appear to have indicated she did have a plan for her assets. A holographic will is a handwritten will signed and […]

By Jonathan Goldberg, J.D., CPA We all love the sound and music of the Queen of Soul, Aretha Franklin. Her contributions to music and to the community of Detroit will be greatly missed. However, one thing that Aretha Franklin failed to do was to establish a will or trust. The family of Aretha Franklin filed […]

FASFA and Tax Breaks for College Students

By Cindy Szymanski, CFP® For current and upcoming college students, it is important to complete the “Free Application for Federal Student Aid” or FAFSA. This form is required for grants, federal student loans, and merit-based scholarships offered by many colleges and universities. Many students and their parents think they won’t qualify for any aid or […]

Identity Theft of Minors

  It’s hard to believe that Labor Day has come and gone and the kids are back in school. In other words, summer is over. For parents with minor children, whether the kids are back in school or not, their job is never done. It’s always one thing or another. Unfortunately, I am going to […]

By Ken Bloom, J.D., LLM It probably won’t come as a shock that women in the U.S. live five years longer than men on average.  But what may surprise you is that women are not financially prepared for their later years. A recent survey conducted by Merrill Lynch in partnership with Age Wave, “Women and […]

By Jonathan Goldberg, J.D., CPA On December 22, 2017, President Donald Trump signed the Tax Cuts and Jobs Act (“Act”).  The Act, which became effective on January 1, 2018, could have some effects on individual’s estate planning for many years to come. One thing that changed significantly under this Act was the federal estate tax […]

New Market Highs & Your Portfolio

By Jack K. Riashi, Jr., CFP® I recently received an email from a client who wanted to know whether in light of markets making new highs, our firm’s investment team was going to be making any changes to his portfolio. He specifically wanted to know if we thought increasing risk was the right move now or […]

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor Although it may not feel like it, summer is just around the corner!  With the 2016 tax season being over, and summer fun at our doorstep, now is a good time to give yourself a financial check-up to make sure you are still on track. Track your spending – […]

By Cindy Szymanski, CFP, Financial Advisor It’s official – the end of tax season is almost here! The IRS urges taxpayers to file their returns electronically, which is the most efficient and safest way to file your taxes.  In 2016, The IRS received more than 131 million tax returns electronically.  This year, they are expecting […]

The First 100 Days (of Investing)

By Jack K. Riashi, Jr., CFP®, Financial Advisor The first 100 days of every new presidential administration has become lexicon ever since it was coined back in July 1933 by President Franklin D. Roosevelt.  The first 100 days is the period used to measure the accomplishments of a president during the time that his influence […]

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